Do you need some advice about wealth creation? Retirement planning? Insurance?

Do you want to make informed investment decisions?

Do you want to know your financial future is secure?

We’d love to talk to you about how joining forces with Harvard Wealth can assist you in achieving these outcomes, and many more.

Why we're different

How do you benefit from the Harvard Wealth difference?

• Knowledge – by understanding and applying our knowledge, you can make an informed decision on your investments.
• Experience – you can be confident in our experience to provide you with direction and advice.
• Old fashioned values – Loyalty, trust, transparency – and the values that inspire confidence.
• You are first in everything we do – our business is about supporting you and assisting you in securing your future.
• A genuine care for people, for you – this is our culture.
• Openness and transparency – proactively providing information, even if you don’t realise you need it.
• Existing clients’, and other professional’s confidence and pride is demonstrated in the referrals they provide.
• Continued learning enables you to keep abreast of trends.  Our quarterly seminars provide the perfect opportunity to refresh your knowledge and learn new information.
• Flexibility of service levels allows us to match your needs and objectives through choice of statement periods in email or hard copy – what suits you?

Seminars

Learning and updating your knowledge creates choices on investments or situations that may arise.

Held every 6 weeks, these seminars cover topics like:

• Fundaments of financial planning
• Retirement
• Redundancy
• Other issues dealing with investment and wealth creation.

Please see our Events Calendar for upcoming dates and locations.

Newsletter

Keep up to date with what is going on with our quarterly newsletter which provides insightful information on economic updates and general news that may help you with your investments.

April 2010 Newsletter 

Request an Information Kit

Like to know more about us? Request an information kit now and we’ll pop it in the post.

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Send An Enquiry

We’re here to help. Phone us on 07 4922 4548 or email us your question now. If you would like an information kit sent to you please say so in the comments & leave your address.

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Professional Investment Services Pty Ltd

• AFSL No 234951
• ABN 11 074 608 558
• PIS Head Office address
  Level 14, Corporate Centre One
  Corner Bundall Road and Slatyer Avenue
  Bundall QLD 4217